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lululemon athletica
LULU

Overview Fund Activity

1,065 hedge funds and large institutions have $31.3B invested in lululemon athletica in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 458 increasing their positions, 357 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,065
Holders Change
-115
Holders Change %
-9.75%
% of All Funds
15.49%
Holding in Top 10
4
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
125
Increased
458
Reduced
357
Closed
225
Calls
$1.85B
Puts
$2.37B
Net Calls
-$526M
Net Calls Change
+$152M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$3.51B
2
Flossbach Von Storch
Flossbach Von Storch
Germany
$311M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$308M
4
Invesco
Invesco
Georgia
$405M
5
Capital World Investors
Capital World Investors
California
$437M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$435K
2
AllianceBernstein
AllianceBernstein
Tennessee
$790M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$127M
4
DZ Bank
DZ Bank
Germany
$1.11M
5
William Blair Investment Management
William Blair Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1251
SFMG Wealth Advisors
Texas
– -$202K -517 Closed
FFO
1252
Fiduciary Family Office
Florida
– -$201K -514 Closed
FCM
1253
Fortis Capital Management
Washington
– -$201K -514 Closed
LSA
1254
Lion Street Advisors
Texas
– -$259K -507 Closed
IWA
1255
Icon Wealth Advisors
Texas
– -$189K -485 Closed
CA
1256
CoreCap Advisors
Michigan
– -$174K -445 Closed
EC
1257
EntryPoint Capital
New York
– -$146K -375 Closed
CIM
1258
Contravisory Investment Management
Massachusetts
– -$127K -324 Closed
SWC
1259
Spectrum Wealth Counsel
Indiana
– -$115K -295 Closed
HIP
1260
HUB Investment Partners
Texas
– -$110K -282 Closed
EMFAT
1261
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$88.3K -226 Closed
MAM
1262
MMA Asset Management
Pennsylvania
– -$78.1K -200 Closed
BHWM
1263
Bay Harbor Wealth Management
Maryland
– -$67.2K -172 Closed
Loomis, Sayles & Company
1264
Loomis, Sayles & Company
Massachusetts
– -$65K -166 Closed
EDRH
1265
Edmond de Rothschild Holding
Switzerland
– -$56.6K -145 Closed
AWM
1266
AllSquare Wealth Management
New York
– -$51.2K -131 Closed
FCMT
1267
Founders Capital Management (Texas)
Texas
– -$39.1K -100 Closed
GGI
1268
Godsey & Gibb Inc
Virginia
– -$39.1K -100 Closed
FIM
1269
Fernwood Investment Management
Massachusetts
– -$34.8K -89 Closed
MCM
1270
MidAtlantic Capital Management
Virginia
– -$20.7K -53 Closed
NC
1271
NewSquare Capital
Pennsylvania
– -$15.6K -40 Closed
DMKJ
1272
David M. Knott Jr
– -$15K -39 Closed
FGAM
1273
Financial Gravity Asset Management
Texas
– -$14.3K -36 Closed
CIAS
1274
CBIZ Investment Advisory Services
Ohio
– -$11.7K -30 Closed
HDIM
1275
Hanson & Doremus Investment Management
Vermont
– -$10K -25 Closed
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